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What is Rolodex?

Rolodex is a relationship intelligence platform designed to help teams manage and understand their collective network. It centralizes contact data, tracks interactions, and provides insights to help strengthen professional relationships—before they ever enter a sales funnel. Unlike traditional CRMs, Rolodex focuses on the network itself: who your team knows, how strong those relationships are, and how to stay meaningfully engaged over time.

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General

Rolodex offers a 7-day free trial. You can also explore features through a demo or by contacting the team to learn more about how Rolodex can benefit your organization.
Yes, Rolodex offers a 50% discount for non-profit organizations. Contact the team to learn more about how your organization can qualify.
Rolodex works by centralizing your team’s contacts, interactions, and relationship data in one platform. It integrates with LinkedIn, Gmail, and Outlook to automatically capture and update contact information. Rolodex also deduplicates contacts, ensuring your team doesn’t have overlapping or redundant entries. Teams can collaborate by tracking communications, setting reminders, and creating notes—so everyone stays informed and relationships are strengthened across the whole network.
Rolodex uses Stripe to securely handle payments and does not store credit card information. You can pay using Mastercard, Visa, Discover, and Amex. You can cancel your subscription at any time.
The information you store in Rolodex—including birthdays, notes, and relationship history—is personal and private. Rolodex is supported solely by subscriptions and never sells your data to third parties. For detailed information, review the Privacy Policy.

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Common questions about using Rolodex

Rolodex is a relationship intelligence platform, not a sales CRM. While tools like Salesforce focus on managing pipelines and deals, Rolodex overlays your team’s personal and professional networks into one place. It helps you uncover warm introductions, track meaningful relationships, and maintain key connections—well before they ever become sales opportunities.
Rolodex automatically syncs your connections and communication history from LinkedIn, Gmail, Outlook, and your calendar. It updates contact information, pulls in meeting activity and email interactions, and alerts you to job changes—keeping your network fresh without manual data entry.
No. With the Rolodex browser extension, you can add any public LinkedIn profile to your workspace with one click, even if you’re not connected to that person.
Within a workspace, information is shared so your team can collaborate. Everyone invited to the same workspace can see contacts, companies, and interactions added by teammates. Private notes and custom fields can be set for sensitive information. Rolodex maintains transparency, security, and proper permission controls throughout.
Rolodex intelligently consolidates contacts and interaction histories. If multiple team members know the same person, Rolodex merges the relationship insights so everyone benefits from a unified view.
Keep-in-Touch lets you set interaction reminders for key contacts. Rolodex monitors your team’s engagement history and notifies you when it’s time to reach out. Once you interact with the contact, the reminder resets automatically—ensuring consistent engagement without manual tracking.
Yes. Rolodex offers a direct import integration with Dex, letting you bring over contacts, notes, and historical activity. You don’t lose the work you’ve already put into managing your network. See Dex Import for step-by-step instructions.
Contact ownership depends on how your workspace is configured. If contacts are part of a team workspace, they typically remain with the workspace. If you need personal ownership of certain contacts, keep them in a separate personal Rolodex workspace outside your team’s shared environment.
Yes, Rolodex is available on iOS and Android. You can access your network, add notes, and receive Keep-in-Touch reminders from your phone. See Getting Started for download links.